AI finds the money. Math proves it.
Rebates, MDF, ship-and-debit, forecasting and intercompany settlement — watched by a copilot that computes, never guesses.
+$24,000/qtr found · Crestron radarTier 3 unlocked — retro on every dollarAGR-2044 · 9 of 12 fields HIGH · 0 auto-created
Crestron — $118K to Tier 3 · 47 days Plan Δ +$67,200 vs run-rate Cisco MDF — $52K expires in 41 days CBK-6012 — 41/43 lines supported FX 1.0842 frozen Dell growth — pacing −5.2% AGR-2044 — 12 fields · 9 high Audit trail — no row cap
Crestron — $118K to Tier 3 · 47 days Plan Δ +$67,200 vs run-rate Cisco MDF — $52K expires in 41 days CBK-6012 — 41/43 lines supported FX 1.0842 frozen Dell growth — pacing −5.2% AGR-2044 — 12 fields · 9 high Audit trail — no row cap
Watch the copilot work.
Twenty-four silent seconds — find, forecast, draft, book.
01 · The radar finds it
$118K short of Tier 3. 47 days left.
Crestron CR-VOL-26 · Q3 OPPORTUNITY +$96,000/YR
Q3 $2.282M TIER 3 AT $2.40M
02 · The forecast thinks in tiers
$1K/mo more of plan. +$60,180 back.
$520K/mo crosses Tier 3 4% RE-RATES ALL 12 MONTHS
03 · The contract drafts itself
Read. Drafted. Never booked alone.
Calc type — tiered-retroactive HIGH
Tiers — 2% · 3% ≥ $3M · 4% ≥ $6M HIGH
Growth baseline — prior-year $5.1M REVIEW
AGR-2044 · 12 fields · 0 auto-created 9 HIGH · 3 REVIEW
HUMAN GATE · 2 APPROVERS
04 · Then the books move
Confirmed. Collected. Settled — frozen.
REC-5004 · Crestron VIR Q1 $41,566.00 ✓
TRF-1031 · DE share of Q1 · HQ → Northbridge DE €24,000.00
FX at settlement 1.0842 · FROZEN
4-EYES · APPROVER ≠ RECORDER
Play · 24 seconds · silent
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It finds the money. It never moves it.
Deterministic intelligence from the same verified engine that books your receivables — ranked in dollars, with provenance on every field.
Opportunities and risks, ranked in dollars
No model guesses. Every signal is the engine's own math — the same code that computes your receivables, run forward.
SAME CODE THAT BOOKS RECEIVABLES · RUN FORWARD.
SCANNING · 6 PROGRAMS · 4 VENDORS AS OF AUG 14, 2026 REPLAY ⟲
1 OPPORTUNITY Crestron · $118K short of Tier 3 — 47 days left+$24,000/qtr
SIGNAL 1 · THE WORKED EXAMPLE
Q3 SPEND $2.282M GAP $118K TIER 3 AT $2.4M
3% → 4% RETROACTIVE ON THE WHOLE QUARTER47 DAYS LEFT IN Q3
+1% × $2.4M/QTR = +$24,000
HOLD THE TIER ALL YEAR = +$96,000/YR RUN-RATE
2 OPPORTUNITY Lenovo · $130K from the growth hurdle+$64,350
3 RISK Cisco MDF FND-3114 · $52K unclaimed, expires in 41 days−$52,000
4 RISK Dell · growth pacing 5.2% below baseline−$27,302
5 RISK CBK-6012 · 2 of 43 lines above supported price$3,840 BLOCKED
The agreement drafts its own program
Every field extracted with a confidence score and a source you can see. Nothing is created until a human confirms — and a second manager approves.
Try the gate: approve as the person who confirmed, and the product refuses.
DRAFT → CONFIRM → SECOND APPROVER. ZERO AUTO-CREATION.
AGR-2044 · CRESTRON VOLUME INCENTIVE FY26 REPLAY ⟲
MASTER AGREEMENT — EXCERPT · PAGE 14
…4.2 Distributor shall earn a volume incentive computed on cumulative net qualifying purchases per program year , payable in arrears. 4.3 The applicable rate shall be two percent (2%); three percent (3%) where such purchases equal or exceed $3,000,000, applied to all purchases; four percent (4%) where such purchases equal or exceed $6,000,000, applied to all purchases . 4.4 Growth measurement shall reference Distributor's prior-year baseline of $5,100,000 , as mutually reviewed. 6.2 Vendor reserves audit rights over claims submitted hereunder. 7.4 Co-op advertising set-off shall apply where §5 funds remain undrawn…
DRAFTED PROGRAM · 12 FIELDS READING…
Calc type Tiered-retroactive · annual HIGH
Tiers 2% · 3% ≥ $3M · 4% ≥ $6M HIGH
Baseline Prior-year $5.1M REVIEW
Cap None found REVIEW
HELD FOR REVIEW — LISTED, NOT GUESSED:
✓ DRAFTED — 9 HIGH · 3 REVIEW2 Confirm draft 3
Approve — M. Chen
Approve — J. Okafor
Separation of duties — the approver can't be the submitter.
DRAFT
STILL $0 BOOKED — the copilot proposes; people approve.
Drag a plan. Watch the engine re-rate your year.
Actuals are locked. Plans blend through the same verified rebate engine that runs the books — tiered-retro physics included.
PLANNING SNAPSHOT · AS OF JUN 30
$0 Tier 2 · 3% retro ≥ $3M T2 · 3% Tier 3 · 4% retro ≥ $6M T3 · 4% $7.5M
$240K short of Tier 3
Planned monthly spend · Jul–Dec
$480K /mo
Run-rate $480K
$519K — one short
$520K — cross Tier 3
Earned to date
locked to actuals
Run-rate FY
if nothing changes
Planned FY rebate
your plan, engine-computed
+$60,180.00 retroactive — 4% re-rates all 12 months
PLANS NEVER TOUCH THE BOOKS — A STRUCTURAL GATE KEEPS FORECASTS OUT OF RECEIVABLES. BOOKED BY FORECASTS: $0, ALWAYS.
The arsenal.
The controls your auditors ask about — running live, running live — and the figures agree with each other.
INTERCOMPANY TRANSFERS TRF-1023
HQ collects. Markets get their share.
PENDING TRANSFERRED
VENDOR
HQ
DE
$41,633.28 €38,400.00 @ 1.0842 FROZEN
RECORDED · finance · s.lindqvist
SIGNED OFF · management · d.osei · approver ≠ recorder
The vendor pays HQ; HQ owes each market its share — recorded by finance, signed off by management, FX frozen forever.
MDF OVER-DRAW GUARD FND-3114
Funds can't be spent twice.
CLAIMED $8,000 PENDING $9,500 · RESERVED AVAILABLE $42,500
INCOMING CLAIM · $45,000 OVER-DRAW BLOCKED · $42,500 AVAILABLE
Pending claims reserve their money before approval — an over-draw bounces, server-side.
CHARGEBACK VALIDATOR CBK-6012
43 lines. Checked one by one.
CR-UC-B140 · sold $91.25 · supported $86.00 → $0 — above supported price
41 supported · 2 blocked · the preview and the booked money cannot disagree.
SNAPSHOTS + GL REC-5011
Close it. Post it. Lock it.
🔒 SNAP FY26-Q1 · 8CA41F02
Immutable snapshots feed GL-ready journals.
AGED DEBTORS /aging
Overdue is a list of names.
0–30 $22,912.50
31–60 $27,412.00
61–90 $14,208.00
90+ $9,120.00
Total $0.00 — reconciles with the desk to the cent
Aged per vendor and per program.
AUDIT TRAIL NO ROW CAP
Every old → new. Forever.
Every change keeps its actor, time, and both values.
PROGRAM VERSIONING CR-VOL-26
Edits restart approval.
tier3.rate = 4.0% → 4.0% ACTIVE PENDING 2ND APPROVAL
v1 🔒 v2 🔒 v3 🔒 v4 · draft
Touch a live rate and the change parks as a draft until a second manager approves — v1–v3 stay frozen.
VENDOR SHARE LINKS READ-ONLY
Show the vendor. Not the company.
partnera.ai/share/…
ONE VENDOR ONLY EXPIRES 14d REVOCABLE
expires in 14d 00h
Hashed, expiring, revocable — attainment without attachments.
0
incentive models mapped, one engine
0
ledgers, one audit trail
0 +
currencies, dated FX frozen at settlement
0 %
of money moves behind four-eyes approval
AI you can put in front of auditors.
Deterministic first — AI never touches money without a person.
See the copilot on your numbers.
A 30-minute walkthrough — your vendors, your programs, the same engine.
or write us — demo@partnera.ai